About
Our responsibility is towards our clients, ensuring the most appropriate solutions are achieved. We evaluate needs and provide services and solutions from the entire UK financial services market.
We can help you by:
- Taking time to discuss your objectives
- Undertaking detailed research so a personal action plan can be created
- Implementing those proposals and
- Monitoring outcomes on a regular basis, re-adjusting where necessary
The Advice Process
| Stage 1 | We undertake an initial discovery interview, at our expense, to establish how we can help |
| Stage 2 | Evaluating your existing arrangements; researching and revising, where necessary, and match these with your ambitions. |
| Stage 3 | Our findings are presented with recommendations that aim to achieve your long term goals. |
| Stage 4 | Once accepted, we implement the agreed strategy and provide all the necessary paperwork. |
| Stage 5 | On a regular basis, we review everything in line with evolving goals and make agreed alterations to keep things on track. |
Key Adviser
Elaine Gwinnett (Director) holds the coveted Chartered Financial Planner status and is a Fellow of the Personal Finance Society. She also holds the Certified Financial Planner with the Chartered Institute for Securities & Investment.
Elaine specialises in advising on the financial side within the Divorce process and has gained Accreditation from the Law Society and can act as a Financial Neutral of the Collaborative Divorce process.
Helping others through life changing events with empathy has meant that Elaine has developed good working relationships with lawyers, accountants and is held in high esteem with her clients.
She is also qualified to give advice in Long Term Care and Inheritance Tax mitigation
The Financial Conduct Authority does not regulate taxation and Trust advice.
